Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nicholas Lucci is an Investment Advisor Representative at Pinnacle Associates, Ltd. and Withum Wealth Management. Mark has been a financial advisor since 2019. Mark is registered with the states of California and New Jersey, and is a Certified Financial Planner. Mark focuses on providing financial planning, portfolio management, and advisory services to individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/04/2024 - Present
Pinnacle Associates, Ltd. (IRVINE CA)
Active
Inactive
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